WealthTouch, Inc.

WealthTouch, Inc.

Software Development Denver, Co, United States 2 employees
Employees
2
Contacts
1
Emails
1

WealthTouch, Inc. Overview

Headquarters
Denver, Co, United States
Phone Number
Available in AeroLeads
Website
wealthtouch.com
Industry
Software Development
Employees
2
Founded
2001
Company Email
Available in AeroLeads
NAICS
Software Publishers

About WealthTouch, Inc.

WealthTouch was acquired in November 2014 by Archway Technology, which was subsequently acquired by SEI. At the time of its acquisition, WealthTouch was the largest provider of multi-asset, multi-custodial consolidated wealth reporting globally. The firm, and its founders Richard Higgins & Carl Knecht, were true pioneers in setting the standard for innovation for not only data management but inspired data visualizations, elevating and amplifying the investor-advisor relationship with objective, actionable oversight for better, faster, smarter decision making. Founded exclusively to serve ultra-high net worth families and their trusted advisors, WealthTouch's reporting and services delivered clarity, control and peace of mind to some of the largest and most complex family investment portfolios in the world. The company transformed complex, multi-faceted financial data in ultra-high net worth portfolios into clear, concise portfolio reporting across all asset classes, custodians and currencies to create an unbiased and independent view of the client’s complete wealth picture. From its inception, the firm was rooted in the family-office tradition of premium service and absolute confidentiality - blending the science of proven processes and technology with artful intuition of people who understand the unique reporting challenges of the ultra-high net worth. In a world where a lack of transparency and overspending are the greatest risks to the preservation of a family’s wealth, WealthTouch was the global standard for portfolio reporting and expense management for over a decade.

WealthTouch, Inc. Contact Details

People in AeroLeads
1
With contact data
1
Email contacts
1
100.0% coverage

WealthTouch, Inc. Org Chart

Sample employees and titles
Name Title Contact
Joshua Mason Help Desk Support at
Email

Employees by Management Level

Individual contributor 2 profiles
Executive 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 2 2 2

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